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Tutorial: meet the new ATB Business online platform

ATB Business, our new online banking platform, is headed your way.

We’re switching from ATB Online Business to ATB Business. While the name is pretty much the same, we’ve made some changes to make business banking better for you.

Need support getting started?

We've put together some digital tutorials to help you get familiar with the new platform.

Why did we make the switch?

From a technology standpoint, ATB Online Business was in need of some upgrading, so we’re excited to be using new tech to be able to give you new capabilities now and in the months (and years) to come.

What’s in it for you?

Great question! Making business banking truly work for you means everything to us. Overall, we’ve rebuilt solid capabilities that were present in our previous platform, while making some significant usability improvements—which means less headaches and more for you. Here are a few specific perks you’ll enjoy in the new platform:

  • Improved payment functionalities, including Bill Pay, Transfers, Wires and more
  • A new Transactions Reports function
  • Improved Workflow Approvals function
  • New Client Admin features rolling out November 2021
  • We’ve also added improved security to protect your business, an adaptive design that works on any device, with new functions and features added every month.

How are you involved in the switch?

We want to make this transition as seamless as possible for you, so switching to the new platform will be automatic. Behind the scenes, our Migration Team plans when each of our Business clients will be moved to the new platform. When your time comes, you’ll login in the same place you normally do and you’re in! Easy as that.

The first time you login, you’ll be asked to enroll in Two-factor Authentication (the new system’s Two-factor Authentication is different from the old system’s). Aside from that, your accounts, payees and other account details will all be migrated for you.

One thing we’re encouraging our Business clients to do before they’re migrated is to create new users for anyone else that should have access to your ATB Business account (we don’t recommend sharing credentials with anyone). This allows you to have a more secure banking experience and use features like Client Admin and Workflow Approvals.

When is this change happening?

Switching everyone over is a gradual process. Currently around 60,000 users of our 85,000+ users have access to the new ATB Business. We’ll be wrapping up development this year, and that will allow us to migrate the rest. We’re looking at having everyone on the new platform by April 2022.

Want to learn more or need help with ATB Business?

To read up about the new ATB Business, visit atb.com/atbbusinessbanking. If you have questions, feedback or need advice, please give us a call at 1-877-541-4984 or email ATBBusinessMigration@atb.com.

Let’s get familiar with the platform: digital tutorial

Want to get warmed up for when you’re on our new platform? On ATB Business already, but need a little help getting oriented with the new set up? Below we review how to use some of the features available on your ATB Business account.

This is where all of your accounts and products that you have with ATB will be listed under different categories. If you click on any of your account names, you'll have access to your Transaction history for that specific account.

If you want a wider range of dates available to you in your Transaction history, click the Date (from) and Date (to) to adjust.

On these specific account pages you can also access a Direct Deposit Form and click Download transactions to download your transactions to a CSV file.

On these account pages, we’ve added an ability to view checks that you've written. Simply click on the cheque number under Description to see more details. You’ll be able to view images of your deposited cheques, both front and back. If you click View PDF, you can print this for your records as well.

If you have several members of your team working together in your online business banking, we’ve built in an approval function into our new system. This way, your team will be able to initiate actions for you to look over and either approve or decline.

You'll receive alerts of actions needing your approval through the bell icon in the navigation menu. You can access these actions directly by clicking View on any alert. You could also access all of the approval requests that need to be reviewed by going to the Accounts dropdown menu and clicking Approvals.

Here you’ll find a list of approval requests. You can click on an approval request to see the Transaction details. This includes the number of approvals required, Status, Approval Expiry, Payment information, Recipient information and Delivery information.

If you click on History on the Approvals page, you can review the approval history, including approved transactions, expired transactions and declined transactions. All of that information is available if you click on a transaction and go to Transaction Details.

To approve a transaction, click the Approve button on that transaction. In the pop up window you’ll be able to review the transaction details before confirming. Click Approve to confirm the approval.

To reject a transaction, click the X button on that transaction.

You can also Approve or Reject a transaction in the Transaction Details pages.

To see all of the statements associated with your ATB Business account, go to the Accounts dropdown menu and click Statements. You’ll be able to see statements associated with each account you have with us. They’ll either be consolidated or individual, depending on the number of accounts you have.

Click View PDF to see the PDF version of each statement, whether individual or consolidated. These will appear similarly to a paper statement you’d receive in the mail but in a digital form for convenient access.

Under the Payments & Transfers dropdown menu in the top navigation, you’ll be able access different payment functionalities. Each of these payment functionalities have a very simple pattern that they follow when you click on them.

You'll end up on a Summary page. In the case of payments where there can be future dated or scheduled payments, you can have a look at them here.

Let’s look at Bill Payments as an example. To see the details of your upcoming payments (under Pending Payments), click through a transaction to see the Transaction Details. You can Cancel payment on this page, or do so from the Transaction Details page by clicking the Cancel button on any transaction.

You can scroll down to Payment History to see completed bill payments. Just like your pending payments, you can click into the completed transactions to view the Transaction Details.

To filter the transactions you see, click the Date (from) and Date (to) to adjust the visible date range.

To pay a bill or schedule a bill payment, go to the Bill Payments page and click Pay a Bill. Here you will enter the details for your payment, including Payee, From account, Amount, When, and Internal memo (optional).

To add a bill payee, click Add Payee and enter the Payee name, Nickname and Account number you’d find on a mailed bill or statement from that payee, then click the Add Payee button to confirm.

Once you select a payee, you choose which account you want the payment to come from. If it's a payment type that can be scheduled, you can choose between sending it immediately or on a future date. You can add a memo if you wish.

Admin capabilities are useful for companies that have multiple users in their system, whether that be one additional user or many users, you'll be able to manage the roles. To access this part of your account, head over to the Admin drop down menu in the main navigation, and click Roles & Users.

Under the Roles tab, you’ll be able to create roles. These roles allow you to decide what a user or group of users is allowed to do, what accounts they have access to, what their limits are. Once your roles are set up, you can actually create users to put into those roles.

Click through any of your Roles to view the Accounts they have access to based on if they’re toggled on or off.

Head over to the Services & Permissions tab within a role to set up the services and permissions for basically everything that role can do on the site. Under the different payment methods, you’ll be able to decide which accounts you want a role to be able to use for that method.

In the cases of payment methods where there is a limit associated with it, such as Interac e-transfer, you can decide what that transaction limit should be under Send, When transaction amount exceeds. If that limit is hit, it should generate an Approval for you to review.

As we continue to add more payment functionalities, there will continue to be more customization abilities available to you under Services & Permissions.

 

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